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Yes, you can enter your lump-sum SS payment in TurboTax.   @yelnoc       Where do I enter an SSA-1099?   After you enter your SSA-1099 information, we'll ask if you received a lump-sum Social Security payment.    If you did, answer Yes and follow the instructions. Your SSA-1099 lump-sum section breaks down the payments into what amount was received for each preceding year. You can only enter one year at a time.  If you need to enter benefits received for a different tax year, select Add another lump-sum payment.   While your lump sum may include benefit payments for more than one year, you do not have to file an amended tax return for any prior year.  You might need to pay taxes on a small portion of your lump-sum payment. However, you might be able to avoid these taxes by apportioning prior year benefits to those previous years’ income (still without filing any amended returns).   After you enter your lump-sum Social Security payment information, TurboTax will automatically figure out what, if any, taxes you owe due to the lump-sum payment.

Does Turbo Tax populate the Worksheets 1,2 and 4 required by Pub 519 to determine taxable amount of SSA benefits, other than the information required from my 2024 return.  As a retired fed I received a lump sum as a result of the  Social Security Fairness Act: Windfall Elimination Provision (WEP) and Government Pension Offset in 2025, and wish to  use the lump sum election method.

there is an offer in 2025 to switch a desktop license to TT Online Premier Fed+State for no extra cost.  See offer details (more links below) and note filling deadline so it won't work for extension filing; see screenshot below when you try to install the s/w on Win 10 which maybe where you got to.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/marketing/ty25-ttd-direct-offer/L0aUgksJd_US_en_US   Note this is only good for 1 return - with online, you can only do 1 return per account (unlike desktop) and you would have to set up different accounts and pay additional for other returns.  Online is not the exact same functionality as desktop, there is no Forms mode, and it's a lot more interview-centric (and will pester you a lot to buy extra services).  Online is priced by the scope of forms required (Free / Deluxe / Premier - Premier is needed for Schedule D) - and it's generally more expensive than desktop especially if you do multiple returns, without the offer I think Premier Fed and State would run you about $180.  So, TT Online is an option but comes with some caveats.   Otherwise, if you don't mind a bit of tech stuff you can set up a Win 11 VM and TT Desktop will run there.   If neither of those options appeals then you'd need to find a different service, HR Block and TaxAct are still supporting Win 10 this year.  You can request a refund for TT tho they give a 60 day window which has passed if you bought it back in January, but you may be able to appeal due to Win 10.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US     Other articles on Win 10/11:   https://ttlc.intuit.com/turbotax-support/en-us/help-article/download-products/end-support-windows-8-affect-turbotax-experience/L4v9atO3O_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/uninstall-products/switch-turbotax-cd-download-turbotax-online/L4awg8jwG_US_en_US   https://ttlc.intuit.com/community/articles/community-news-announcements/turbotax-windows-10-desktop-software-end-of-life/05/3708302     Online Premier info and forms by Online DIY version:   https://turbotax.intuit.com/personal-taxes/online/premium/#tax-forms    

12e id $49,900 more than the standard dedcution.  I also have $26K of Mortgage Interest deduction on my primary residence.     I did try the IRS provided online calculator outside of TurboTax and I saw that it has a calculation up to $299,000 of $2683, and then it jumps to $3215 for all values $300K and above.   That jump seems strange and I do not see anywhere in the IRS instructions that says that sales tax tops out at $300K AGI - so I figured the IRS calculator was written wrong.      Filing Joint and I'm over 65 but not my wife.    If your AGI is over $250K, you do not get the $6000 senor deduction.    

Yes, you can claim both dependents, both federally and in California.  I am very sorry for your losses.    IRS reference   And they are considered to have lived with you all of 2025 - the full year, all 12 months.       

If your CSA1099-R has a Code 4 in Box 7, you may still get the screen asking if the distribution was from a 403b plan.  However, you can indicate NO and Continue.   Here's more info on Form CSA-1099-R.   @weinerdog66   

I concur with @LaShaunA3 , if you do not have enough approved credits for a degree, you are still eligible for the American Opportunity Tax Credit (AOTC); as long as you and/or your parents have not already claimed the AOTC four times on your college time. 

If you're also asking how to send a fax online (without a fax machine), you basically have 3 options:   Subscription-based online fax services — reliable, requires a subscription. examples are eFax, Fax Plus, Hello Fax Physical places (FedEx, UPS) — works but costs per page and you have to go there in-person One-time online fax  — upload a PDF and send without setting anything up (no subscription). For the one-time option, I use WhatTheFax.App -- the file gets deleted onces it's sent so you have total privacy. Also shows delivery status so you know it's sent (since IRS faxes sometimes fail if the line is busy).   Hope this helps.